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Canadian Pacific Kansas City
CP

Overview Fund Activity

938 hedge funds and large institutions have $53.7B invested in Canadian Pacific Kansas City in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 298 increasing their positions, 330 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
938
Holders Change
+43
Holders Change %
+4.8%
% of All Funds
13.75%
Holding in Top 10
49
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.72%
New
129
Increased
298
Reduced
330
Closed
72
Calls
$82.3M
Puts
$90.5M
Net Calls
-$8.26M
Net Calls Change
-$59.9M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
$1.68B
2
Morgan Stanley
Morgan Stanley
New York
$678M
3
DZ Bank
DZ Bank
Germany
$342M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$231M
5
MG
Meritage Group
California
$208M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$695M
2
Capital World Investors
Capital World Investors
California
$1.2B
3
ECU
Egerton Capital (UK)
United Kingdom
$901M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.48B
5
Parnassus Investments
Parnassus Investments
California
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
976
Fred Alger Management
New York
– -$360K -4,836 Closed
Capstone Investment Advisors
977
Capstone Investment Advisors
New York
– -$357K -4,804 Closed
JFG
978
Jefferies Financial Group
New York
– -$347K -4,670 Closed
SWP
979
Strategic Wealth Partners
Ohio
– -$322K -4,334 Closed
LCS
980
Levin Capital Strategies
New York
– -$298K -4,000 Closed
GS
981
GTS Securities
New York
– -$290K -3,902 Closed
IPW
982
Inlet Private Wealth
Florida
– -$268K -3,595 Closed
STC
983
Sarah T. Connolly
– -$260K -3,500 Closed
FW
984
FirstPurpose Wealth
Utah
– -$253K -3,399 Closed
OCBCO
985
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$296K -2,929 Closed
JWM
986
Jackson Wealth Management
Florida
– -$217K -2,916 Closed
WC
987
Wexford Capital
Florida
– -$213K -2,866 Closed
CTB
988
Country Trust Bank
Illinois
– -$194K -2,612 Closed
QP
989
Quilter Plc
United Kingdom
– -$1.49M -2,030 Closed
Robeco Institutional Asset Management
990
Robeco Institutional Asset Management
Netherlands
– -$88.9K -1,195 Closed
PPWM
991
PFG Private Wealth Management
Florida
– -$81.1K -1,090 Closed
OA
992
Operose Advisors
Wisconsin
– -$78.4K -1,053 Closed
RW
993
RVW Wealth
California
– -$76.9K -1,033 Closed
CCP
994
Carmel Capital Partners
California
– -$76K -1,021 Closed
IUHSA
995
Itau Unibanco Holding S.A.
Brazil
– -$74.5K -1,001 Closed
NIC
996
Northwest Investment Counselors
Oregon
– -$63.8K -858 Closed
CAC
997
Core Alternative Capital
Georgia
– -$29K -390 Closed
NFSG
998
Newbridge Financial Services Group
Florida
– -$28.8K -387 Closed
EBA
999
Eagle Bay Advisors
New York
– -$27.9K -375 Closed
SCA
1000
Stonebridge Capital Advisors
Minnesota
– -$23.8K -320 Closed
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